HI
PFL

Harbour Investments’s PIMCO Income Strategy Fund PFL Stock Holding History

Harbour Investments’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-425
Closed -$3.54K – 3826
2025
Q2 		$3.54K Buy
+425
New +$3.5K ﹤0.01% 2989
2021
Q3 		– Sell
-2,000
Closed -$26K – 3913
2021
Q2 		$26K Sell
2,000
-1,000
-33% -$12.4K ﹤0.01% 2196
2021
Q1 		$36K Buy
+3,000
New +$35.1K ﹤0.01% 1871

Other funds holding PFL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments's PFL Position: Q3 2025 in Review

Harbour Investments sold out of PIMCO Income Strategy Fund (PFL) in Q3 2025, closing a stake of 425 shares — an estimated $3.54K sold.

Harbour Investments first reported a position in PFL in Q1 2021 and held it in 3 quarters. The position peaked at $36K in Q1 2021. 73 funds tracked by Wall St. Rank hold PFL as of Q3 2025.

  • Harbour Investments reported no remaining PIMCO Income Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Harbour Investments sold 425 PIMCO Income Strategy Fund shares in Q3 2025, an estimated $3.54K.
  • Harbour Investments first reported a position in PIMCO Income Strategy Fund in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's PIMCO Income Strategy Fund position peaked at $36K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.